See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,668 | $86,929-11.8% | $102,423-25.1% | $80,856-5.2% |
| Participation rate | 84.8% | 72.4%+12.4pp | 76.5%+8.3pp | 67.6%+17.1pp |
| Annual return | 16.51% | 18.88%-2.4pp | 29.32%-12.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,974 | $2,369+25.5% | $3,023-1.6% | $2,755+8.0% |
| Participant deferral / active EE | $6,235 | $4,118+51.4% | $5,053+23.4% | $4,296+45.1% |
| Admin fee / account holder | $2,632 | $8,049-67.3% | $9,451-72.2% | $6,918-62.0% |